Estate Planning, Trusts and Tax

Trusts are an excellent way of planning control of your assets, protecting the interests of beneficiaries and saving tax.

We can advise on the creation, termination and administration of trusts, and will work with you to understand your family and business circumstances before identifying the most workable and cost-effective solutions.

The impact of inheritance tax can be quite severe on an estate but it’s effects can be much mitigated by forward planning and getting the right advice.

Glazer Delmar have considerable experience in handling the implications of inheritance tax and can advise you on the best solutions.

Trusts

Trusts can be suitable in several circumstances including

The holding of funds or property for children

Protecting the interests of beneficiaries from creditors or marriage or relationship breakdowns

To ensure that any life insurance or death in service benefits you may have are passed onto your family as tax efficiently as possible.

The protection of an individual who may be able to make decisions for himself or herself, because of age or mental capacity, or who has received damages in a personal injury claim.

The transfer of funds and property to other persons in a tax efficient way without the loss of control

Tax

“In this world, nothing is certain except death and taxes” so said the astute Benjamin Franklin.

Much more recently, Roy Jenkins added “inheritance tax is broadly speaking a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue”.

We can advise on personal tax planning matters with regard to inheritance tax and make a referral to an independent financial advisor where appropriate, to reduce your tax liability.

We are able to offer advice on inheritance tax planning if your estate is worth more than the threshold for inheritance tax. This may be through using available tax relief or allowances, life time gifting, or through the preparation of a tax efficient Will or Trust.

We can also advise on the possibility of mitigating tax payable on an estate after someone has died by drafting an appropriate Deed of Variation.

Contact us

If you would like to talk to us about any aspect of trusts and tax, please get in touch.

Jeannette has been working in the legal profession for over 20 years, primarily in the area of family law. She enjoys all aspects of family law but has a special interest in cases concerning children. Having worked in this area all her working life Jeannette appreciates the need to be approachable and sympathetic but also proactive to our clients needs. She believes that it is important for a client to feel at ease when calling us, not daunted at the prospect of speaking to solicitors.

Fraser deals with all aspects of family law. He is committed to resolving differences in a non-confrontational manner wherever possible. That said, he is tenacious in representing his clients’ best interests when this approach is necessary. Fraser handles his work with understanding, tact and pragmatism. He is an approachable and sensible lawyer. He believes that good relations with clients are absolutely critical and best achieved through keeping them fully informed of developments on their cases and by offering them realistic advice at every stage.

Vaneese joined the Glazer Delmar Social Housing Team in December 2012. She trained to become a legal executive lawyer and has been admitted as a Fellow of the Chartered Institute of Legal Executives as of 8 August 2016.

Fabienne joined Glazer Delmar in September 2010 as a paralegal in the Social Housing Department. She attended the School of Law at the University of Westminster and was admitted as a Fellow of the Chartered Institute of Legal Executives as of 2 February 2017.

DDI 020 8613 5112.

Marie Constantine – Housing Solicitor

Marie has particular experience in dealing with antisocial behaviour, including injunctions and antisocial behaviour orders and was successful in obtaining the first gang injunction in 2011. She has also dealt with a range of matters including possession claims, squatters actions and access injunctions. Marie joined Glazer Delmar in November 2012.

Norien joined Glazer Delmar in September 2006 as a paralegal in the property department. She then went on to complete her training contract, having completed a seat in Social Housing. Norien qualified as a solicitor in September 2009.

Joy was admitted as a solicitor in August 1995 and has experience in the area of housing management litigation. She has extensive experience in dealing with various types of possession proceedings, squatters proceedings, anti-social behaviour injunctions, access injunctions and housing disrepair. Joy joined Glazer Delmar in 2009.

Tara trained at a large provincial firm and qualified as a solicitor in August 2006. She has acted for both Landlords and Tenants. She has undertaken a wide range of housing cases including possession based on rent arrears, breach of tenancy, trespasser proceedings and anti-social behaviour. She also has experience dealing with homelessness, reviews and appeals, ASB injunctions and housing disrepair cases. Tara joined Glazer Delmar in August 2008 and became a partner in December 2011.

Andrew was admitted as a Fellow of the Chartered Institute of Legal Executives in May 1998 and joined Glazer Delmar in June 2006. He specialises in housing law and has acted for both landlords (ranging from large RSL’s to small co-operative) and tenants. He has wide ranging experience in general property litigation matters and before joining Glazer Delmar, worked with two large city firms dealing with a full range of housing and commercial property litigation. He assumed the role of Head of Department in October 2007. He became a partner in July 2010.

Harpreet joined Glazer Delmar in 2016. She has previously worked in a variety of firms including Preston-Rouse, PCB Lawyers, May, May and Merrimans, Taylor Rose TTKW and Cunningtons LLP. Harpreet covers a wide range of residential property work but her area of specialism is new build properties having previously worked with a number of developers such as Barratts, Bovis Homes, Crest Nicolson and Bellway.

In July 2008, James completed the Legal Practice Course at the College of Law gaining a distinction. He joined the firm as a paralegal in October 2009. He began his training contract and qualified in November 2012.

Nick came to the United Kingdom from New Zealand in 2001, qualifying as a solicitor in 2003. Nick has worked with Westminster Council in the Planning and Property Department, with Trowers & Hamlins acting for various Registered Social Landlords in their Exeter office and latterly with Anthony Gold Solicitors in London covering a wide range of property, enfranchisement and probate work. Nick has a broad range of experience in residential conveyancing and leasehold enfranchisement. Nick joined Glazer Delmar in 2011.

Caroline trained at TV Edwards in Whitechapel where she spent over a year in the Conveyancing Department. On qualifying in 1991, she moved to Edward Fail Bradshaw & Waterson where she specialised in residential and commercial conveyancing, including acting for Docklands Light Railway. Caroline moved to Glazer Delmar in 1995, specialising in residential conveyancing. She was made a partner in December 1997.